JIP

Jaffetilchin Investment Partners Portfolio holdings

AUM $1.53B
1-Year Est. Return 19.27%
This Quarter Est. Return
1 Year Est. Return
+19.27%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$336M
AUM Growth
+$20.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
321
New
Increased
Reduced
Closed

Top Buys

1
+$3.3M
2
+$1.56M
3
+$1.36M
4
FYT icon
First Trust Small Cap Value AlphaDEX Fund
FYT
+$1.27M
5
ANET icon
Arista Networks
ANET
+$1.16M

Top Sells

1
+$1.72M
2
+$1.26M
3
+$1.14M
4
CBOE icon
Cboe Global Markets
CBOE
+$986K
5
CTXS
Citrix Systems Inc
CTXS
+$953K

Sector Composition

1 Financials 7.35%
2 Technology 5.7%
3 Consumer Discretionary 4.77%
4 Industrials 3.2%
5 Healthcare 3.15%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.08M 0.32%
12,517
+2,587
52
$1.05M 0.31%
+20,749
53
$1.03M 0.31%
20,816
+10,624
54
$1.03M 0.31%
4,025
-931
55
$1.01M 0.3%
11,230
-849
56
$995K 0.3%
18,837
+11,073
57
$961K 0.29%
+14,318
58
$935K 0.28%
+9,485
59
$927K 0.28%
347,520
-644,720
60
$917K 0.27%
12,287
+4,132
61
$896K 0.27%
15,488
+11,438
62
$874K 0.26%
28,933
+5,786
63
$871K 0.26%
5,441
+1,554
64
$854K 0.25%
18,040
-5,060
65
$854K 0.25%
14,374
+4,835
66
$844K 0.25%
24,402
+2,703
67
$842K 0.25%
22,229
+1,460
68
$834K 0.25%
50,606
+1,063
69
$810K 0.24%
+11,347
70
$794K 0.24%
+9,404
71
$758K 0.23%
+5,240
72
$754K 0.22%
162,426
+51,388
73
$740K 0.22%
+15,094
74
$738K 0.22%
7,086
+3,950
75
$733K 0.22%
37,205
+6,233
1 2
3
4 5